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Pension Transfer Specialist - Manchester / Liverpool / N Wales / Lakes

Pension , bonus - Client Servicing
Ref: 403 Date Posted: Friday 28 Sep 2018
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Role                       Pension Transfer Specialist


Salary                    £35 – 45 000 + bonus and pension


Location               ideally North West though possibly home based


If you are a pension transfer expert – ideally with QROP experience though that is NOT essential then this role could be ideal.  You would be providing a pension transfer advice service for a large existing bank of UK and International IFAs. This is an FCA regulated role (CF30) and all fees are non-contingent.

You will be working very closely alongside the Head of Pension Transfer Advice and will be encouraged to discuss cases to ensure the right outcome for the client. You will be heavily involved with the development of the proposition, though this is NOT a data gathering or admin based role, nor is it a sales role. Both compliance and paraplanning functions are outsourced.


Job Description


  • Review Scheme Information and request the TVAS from the Paraplanner
  • Review the fact-find, TVAS and risk profile of the client
  • Complete cash flow modelling to demonstrate sustainability of income
  • Decide whether a transfer is in the client’s best interest
  • Review the IFA’s recommendation in line with the client risk profile
  • Request a Suitability Report from our outsourced Paraplanner
  • Review the Suitability Report before sending to the IFA and Client
  • Keep abreast of FCA regulations
  • Help develop internal processes
  • Maintain adequate CPD records


You need to have the following:

  • Diploma Qualified (Advanced Diploma / Chartered Status Preferred)
  • Must hold G60, AF3 or AF7 Q
  • Strong knowledge of defined benefit pension and the regulations surrounding them and have recent experience in advising on DB pension.


This company is expanding rapidly so if the above appeals, please call Harris on 0131 557 9668 or email me on  Interviews will be taking place shortly.